Kingsman Wealth Management, Inc.

Q4 2025 13F-HR Holdings

Location
Pensacola, FL
Holdings as of
12/31/2025
Date filed
1/22/2026
Form type
13F-HR
Num holdings
66
Total value ($000)
$184,917
Net value change ($000)
+5,251 (2.9%)
New positions
4
Sold out positions
7
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/20/2025 Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
RTX 2,308 78.1%
GOOGL 2,247 134.9%
GS 2,157 48.8%
AVGO 2,053 52.5%
LLY 1,503 366.6%
AAPL 1,311 16.6%
C 1,306 72.0%
HWM 1,217 22.1%
WMT 1,132 17.6%
IYW 1,109 18.4%
Top Reduces (Value $000, Stocks/ETFs)
META -3,989 -23.5%
COST -2,097 -31.1%
MSFT -1,372 -16.9%
BSX -1,335 -56.3%
ITB -1,122 -100.0%
UBER -1,059 -47.0%
NVDA -876 -2.9%
IBIT -849 -100.0%
DHI -840 -100.0%
HD -797 -58.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type